Extensible Operating System

Search documents
Artisan Mid Cap Fund Trimmed Arista Networks (ANET) Post Liberation Day Rally
Yahoo Finance· 2025-10-16 11:57
Core Insights - Artisan Partners' "Artisan Mid Cap Fund" reported strong performance in Q3 2025, with returns of 8.80% for both Investor Class and Advisor Class funds, and 8.83% for Institutional Class, significantly outperforming the Russell Midcap Growth Index's 2.78% return [1] - The fund's outperformance was primarily driven by holdings in the health care sector, indicating a strategic focus on sectors with robust growth potential [1] Fund Performance - The global equity markets showed strength in Q3 2025, ending the period with double-digit year-to-date gains [1] - The Artisan Mid Cap Fund's returns for Q3 2025 were as follows: Investor Class fund ARTMX at 8.80%, Advisor Class fund APDMX at 8.80%, and Institutional Class fund APHMX at 8.83% [1] Company Focus: Arista Networks, Inc. - Arista Networks, Inc. (NYSE:ANET) is highlighted as a key holding, with a one-month return of -2.24% but a significant 40.78% gain over the last 52 weeks, closing at $143.38 per share with a market capitalization of $180.209 billion on October 15, 2025 [2] - The company is recognized for its leadership in cloud networking equipment for data centers and is gaining market share in AI cloud environments due to its scalable Ethernet solutions and advanced software platform [3] Investment Strategy - Artisan Mid Cap Fund made notable trims in its position in Arista Networks, Snowflake, and Tyler Technologies during the quarter, citing valuation considerations and market capitalization growth beyond mid-cap mandates [3] - Despite the potential of Arista Networks as an investment, some analysts suggest that other AI stocks may offer greater upside potential with less downside risk [4]
William Blair Reiterates a Buy on Arista Networks Inc (ANET)
Yahoo Finance· 2025-09-24 08:06
Group 1 - Arista Networks Inc. is recognized as one of the best technology stocks for long-term investment, with a Buy rating reiterated by analyst Sebastien Naji from William Blair [1] - The company is focusing on increasing its market share in the AI sector, targeting rapidly expanding cloud giants and neocloud customers, which present strong opportunities [2] - Arista's premium stock valuation is supported by solid investments in data centers and a growing enterprise customer base, which are expected to sustain stock performance [2] Group 2 - The company is enhancing enterprise sales through direct selling and channel investments, alongside the acquisition of VeloCloud, which has expanded its reach with managed service providers [3] - Despite competition from firms like HPE and Juniper, Arista's broad campus networking and unified operating system offerings remain attractive [3] - Arista provides advanced networking solutions for AI, data centers, campuses, and routing environments, utilizing its Extensible Operating System for high-speed, automated, and secure network management [4]
14 Best Technology Stocks to Invest in for the Long Term
Insider Monkey· 2025-09-23 15:10
Market Overview - The AI investment trade is currently the most dominant sector in the market, with strong momentum and consistent headlines [2][3] - Confidence in the AI sector is driven by sustained capital expenditures and demand exceeding supply, creating a durable investment thesis [3] - Despite the strength of the AI sector, other market areas also present potential gains, albeit with less robustness [3] S&P 500 Outlook - Goldman Sachs raised its 12-month price target for the S&P 500 to 7200, which is viewed as reasonable [4] - Macroeconomic risks such as tariffs and labor market weaknesses are acknowledged as normal uncertainties in the market [4] - AI is seen as the leading theme for market gains, with expectations of moderate S&P gains over the next year [4] Investment Methodology - The list of the 14 best technology stocks was curated using the Finviz Stock Screener, Seeking Alpha, and Insider Monkey's Q2 2025 database [7] - Stocks were selected based on a 5-year revenue growth rate of more than 10% and ranked by the number of hedge fund holders [7][8] Company Highlights - **ASML Holding N.V. (NASDAQ:ASML)**: - 5-year Revenue Growth Rate: 20.25% - Number of Hedge Fund Holders: 78 - Price target raised from EUR724 to EUR941 by Bank of America Securities, maintaining a Buy rating [9][10] - Expected revenue for 2027 increased to EUR39.2 billion from EUR35.8 billion due to higher sales of lithography machines [11] - **Arista Networks Inc (NYSE:ANET)**: - 5-year Revenue Growth Rate: 28.49% - Number of Hedge Fund Holders: 81 - Buy rating reiterated by William Blair analyst, focusing on market share growth in the AI sector [13][14] - Investments in data centers and enterprise customer base are expected to sustain stock performance [14][15] - The acquisition of VeloCloud has broadened the company's reach, particularly with managed service providers [15][16]